Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?

Nvidia and Alphabet are both well-positioned in the AI infrastructure boom with different competitive advantages. Nvidia dominates AI model training through its CUDA platform and has expanded into inference and agentic AI, while Alphabet leverages its custom TPU chips for cost efficiency and offers a complete AI stack. The analyst gives Alphabet a slight edge due to its more durable business model that benefits whether AI capex accelerates or moderates.